报告期内，蔚来交付汽车87071台，同比增长40.8%，环比增长20.8%，创历史新高。其中，蔚来品牌的 高端智能电动汽车交付36928辆，乐道品牌的家庭智能电动汽车交付37656辆，萤火虫品牌的智能电动高 端小车交付12487辆。 11月25日，蔚来集团(09866.HK)发布2025年三季度财报称，三季度公司营收217.9亿元，同比增长 16.7%；净亏损为34.81亿元，同比收窄31.2%；归属于蔚来普通股股东的净亏损为36.608亿元，同比收 窄28.8%。 据蔚来创始人李斌介绍，蔚来ES8创下在中国40万元以上纯电动汽车交付量破万的最快纪录，乐道 L90 连续三个月保持大型纯电SUV销量第一。 其中，小鹏汽车三季度普通股股东应占净亏损为3.8亿元，同比收窄79%；小米智能电动汽车及AI等创 新业务分部首次实现单季度经营盈利，经营收益达7亿元，其中智能电动汽车总收入创下283亿元的历史 新高，占该分部总收入的98%；零跑汽车第三季度权益持有人应占净利润则为1.5亿元，而上年同期为 亏损6.9亿元。 针对后期市场情况，乘联分会秘书长崔东树曾表示，今年四季度车市在政策引导和高增长基础上有望延 续平稳增长势 ...

公告称，收入增长主要由于整车及备件交付量的提升，带动整车相关服务收入同步增长。盈利增加主要 由于整车销量的增加及单车收益能力的优化。 智通财经APP讯，零跑汽车(09863)发布公告，2025年第三季度，该公司取得收入为人民币194.5亿元， 同比增长97.3%;公司权益持有人应占利润为人民币1.5亿元;毛利率为14.5%，较2025年第二季度提升0.9 个百分点。 此外，期内公司的汽车总交付量为17.39万台;10月，公司交付量再次突破新高，达7.03万台，连续8个月 位居中国新势力品牌销量榜首，也是唯一一家月交付量超7万台的中国新势力品牌公司。C10上市18个 月累计销量突破20万台，其中2025年第三季度C10月均销量达1.5万台，10月C10单月销量超2万台，成 为零跑首款单月销量超2万台的产品。 销售渠道方面，公司销售服务网络已覆盖292个城市，较去年同期增加88城，共布局866家销售门店(含 367家零跑中心和499家体验中心)及493家服务门店。 产品方面，零跑Lafa5于9月8日在慕尼黑车展惊艳亮相，正式揭开了Lafa系列的全新篇章。该系列 以"Lifestyle(关乎生活方式)、Attitu ...

Core Insights - Leap Motor (9863.HK) reported a net profit of 150 million yuan for Q3 2025, marking its continuous quarterly profitability [1] - The company delivered 173,852 new vehicles, leading the sales among new energy vehicle brands in China, representing a 101.8% increase compared to the same period in 2024 [1] - Revenue reached 19.45 billion yuan, a 97.3% year-on-year growth, with a gross margin of 14.5%, showing significant improvement [1] - Leap Motor's cash reserves stood at 33.92 billion yuan, maintaining positive operating and free cash flow [1] - Since March, Leap Motor has been the monthly sales champion among new energy vehicle brands in China for eight consecutive months, breaking sales records with over 60,000 units in September and over 70,000 units in October [1] - The founder and CEO, Zhu Jiangming, announced on November 15 that the company achieved its 2025 target of 500,000 vehicles sold 45 days ahead of schedule, with plans to target 1 million units in 2026 [1]

（文章来源：人民日报） 今年前10月，我国汽车产销量分别完成2769.2万辆和2768.7万辆，同比增长均超过10%。其中，新能源 汽车产销量分别完成1301.5万辆和1294.3万辆，同比分别增长33.1%和32.7%；新能源汽车累计出口201.4 万辆，同比增长90.4%。 中国汽车工业协会11日发布的最新数据显示：10月，我国新能源汽车月度新车销量首次超过了汽车新车 总销量的50%，达到51.6%。 ...

Core Insights - The core viewpoint of the articles highlights the rapid growth of China's new energy vehicle (NEV) market, with NEV sales surpassing 51.6% of total new car sales for the first time in October 2025 [1] Production and Sales Data - In October 2025, NEV production and sales reached 1.772 million and 1.715 million units, respectively, marking year-on-year increases of 21.1% and 20% [1] - From January to October 2025, cumulative NEV production and sales totaled 13.015 million and 12.943 million units, reflecting year-on-year growth of 33.1% and 32.7% [1] - Overall, from January to October 2025, total automobile production and sales amounted to 27.692 million and 27.687 million units, with year-on-year increases of 13.2% and 12.4% [1] Monthly Performance - In October 2025, total automobile production and sales were 3.359 million and 3.322 million units, showing month-on-month growth of 2.5% and 3%, and year-on-year growth of 12.1% and 8.8% [1] - The automobile market continues to demonstrate a positive development trend, with monthly production and sales reaching record highs for the same period [1]

0:00 新华社音视频部制作 记者：唐诗凝 编导：徐中哲 ...

Core Insights - In October 2025, China's new energy vehicle (NEV) sales reached 51.6% of total new car sales, marking the first time NEVs surpassed half of the market share [1] - NEV production and sales in October were 1.772 million and 1.715 million units, respectively, representing year-on-year growth of 21.1% and 20% [1] - Cumulatively from January to October, NEV production and sales reached 13.015 million and 12.943 million units, with year-on-year increases of 33.1% and 32.7% [1] - Overall, total vehicle production and sales from January to October amounted to 27.692 million and 27.687 million units, reflecting year-on-year growth of 13.2% and 12.4% [1] - In October alone, total vehicle production and sales were 3.359 million and 3.322 million units, showing month-on-month growth of 2.5% and 3%, and year-on-year growth of 12.1% and 8.8% [1] - The automotive market continues to show a positive development trend, with monthly production and sales reaching record highs for the same period [1]

首超半数！10月新能源汽车新车销量达到新车总销量51.6% 来源：中国新闻网 编辑：张澍楠 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中新网北京11月11日电 (记者 查志远)11日，中国汽车工业协会发布数据显示，10月，新能源汽车产销 分别完成177.2万辆和171.5万辆，同比分别增长21.1%和20%，新能源汽车新车销量达到汽车新车总销量 的51.6%。 1-10月，新能源汽车产销分别完成1301.5万辆和1294.3万辆，同比分别增长33.1%和32.7%，新能源汽车 新车销量达到汽车新车总销量的46.7%。 据中国汽车工业协会分析，10月，车企抢抓年底政策切换窗口期，生产供给保持较快节奏。企业新品继 续密集上市、行业综合治理工作稳步推进，汽车市场延续良好发展态势，月度产销创同期新高。其中， 乘用车市场稳健增长，商用车市场持续向好，新能源汽车较快增长，对外贸易呈现较好韧性。(完) ...

【中汽协：10月我国新能源汽车销量首次超总销量的50%】#新能源汽车销量首次超总销量的50%##10 月新能源汽车销量占比首次超50%# 最新数据显示，今年1至10月份，我国汽车产销量分别完成2769.2万辆和2768.7万辆，同比增长均超过 10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆，同比分别增长33.1%和32.7%。值得 注意的是，10月份新能源汽车月度新车销量，首次超过了汽车新车总销量的50%，达到51.6%。在出口 方面，今年1至10月份，新能源汽车出口201.4万辆，同比增长90.4%。(智通财经) 智通财经11月11日电，中国汽车工业协会今天（11日）发布的最新数据显示，今年1至10月份，我国新 能源汽车产销量继续实现较高增长。其中，10月份新能源汽车月度新车销量首次超过了汽车新车总销量 的50%。 ...

Core Viewpoint - Foton Motor (600166.SH) reported a total vehicle sales of 56,600 units in October 2025, with 8,006 units being new energy vehicles (NEVs) [1] Summary by Category Sales Performance - The cumulative vehicle sales for the year reached 536,700 units, representing a year-on-year increase of 9.8% [1] - The cumulative sales of new energy vehicles amounted to 82,300 units, showing a significant year-on-year growth of 98.83% [1]